Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 35 videos · 10 channels
AI financing
2 videos · 9mRadke and Campbell both described AI capacity demand as strong while higher yields raise financing costs.
Citi's Tyler Radke says the bond market, not AI demand, is driving the cloud pullback
Radke frames the pullback in AI-linked cloud names as a financing story, with rising long-term yields pressuring anything below investment grade while GPU rental pricing is at records.
Morgan Stanley says higher yields are slowing AI data-center financing
Securitized data-center issuance has continued near last year's pace but trails what the demand backdrop would imply, as rising yields pressure operators with locked-in lease income.
BofA's Aditya Bhave says markets underestimate an October Fed hike
Bhave says the key variable is whether new Fed leadership, especially Kevin Warsh, is serious about reducing forward guidance and willing to surprise markets.
Meredith Whitney expects retailers to struggle this earnings season
Whitney says elevated fuel costs tied to the Iran conflict are squeezing household budgets, with flat-to-negative grocery spending and spending growth driven by higher prices rather than more transactions.
Lyn Alden says fiscal dominance supports both hard assets and equities
Alden argues deficit spending, not bank credit, now drives money growth and inflation, and flags Treasury gold revaluation as a plausible emergency lever that would be liquidity-positive and inflationary.